Wolfe Research, LLC's conference call replays http://wolferesearch.com/ en-us Fri, 19 Dec 2008 13:00:44 -0500 Fri, 19 Dec 2008 13:00:26 -0500 FeedForAll v2.0 (2.0.2.9) http://www.feedforall.com This 15 minute audio brief includes 11 slides and provides greater detail around our change in estimates and what it means for the different transport sectors. In the audio brief we lay out our new underlying assumptions, discuss what that means for our estimates, go over our thesis on how to make money on the group, and discuss specific ways to do it, including a pair trade of UNP and BNI into the quarter. http://wolferesearch.com/audio/20081211_estimates.html E05F6A86-A88D-4C97-B300-0227EF3BF52E Thu, 11 Dec 2008 12:54:49 -0500 Wolfe Research hosted a conference call to discuss surprises during 3Q earnings season, trends into November for Air, Ocean, Truck, and Rails, and preliminary October Shipper Survey results. What drove 3Q earnings upside across the group? Which stocks are discounting a material 2009 recession and which ones are not? How did forward expectations change as a result of 3Q reports and guidance? What was the impact of fuel in 3Q? And finally we presented our long and short ideas to make money over the next three to six months and next five years. http://wolferesearch.com/forms/recall3q08.html http://wolferesearch.com/forms/recall3q08.html Mon, 17 Nov 2008 07:26:09 -0500 Wolfe Research hosted a conference call discussing our sense that the market and the transport stocks are approaching a bottom. We believe soon the market's focus will move from the credit markets towards the depth and duration of the economic downturn. Which companies will prosper and which will flounder in a more difficult demand environment? We believe that a deep global recession is already priced in for most of our group and the market as a whole. But while the stocks reflect a global recesssion, Consensus earnings generally are not close to reflecting such a slow down. With this call we unveiled our recession models for the transports, re-positioned our stock thesis, and updated our long and short calls for when fundamentals matter again - a time looming for fundamental investors. http://wolferesearch.com/forms/recall20081014.html http://wolferesearch.com/forms/recall20081014.html Tue, 14 Oct 2008 07:58:32 -0400 Wolfe Research hosted a conference call to discuss surprises during 2Q earnings season, trends out of July for Air, Ocean, Truck, and Rails, Preliminary July shipper survey results, the impact of fuel in 2Q and 3Q, and long and short stock ideas for both the next three to six months and longer term. http://wolferesearch.com/forms/2q08_call_replay.html http://wolferesearch.com/forms/2q08_call_replay.html Thu, 7 Aug 2008 13:30:32 -0400 Wolfe Research hosted an interactive call with clients to help prioritize timing and wish lists for stocks. During this call we discussed nine quality stocks that we believe will outperform on an absolute and relative basis over the next 12 months regardless of the economy or the price of oil. http://wolferesearch.com/forms/shoppinglistreplay.html http://wolferesearch.com/forms/shoppinglistreplay.html Mon, 7 Jul 2008 15:00:00 +0000 On July 7th, Wolfe Research hosted a conference call with two rail attorneys and three shippers following the STB's ruling in three DuPont small-shipment rate cases against CSX. We believe this first ruling by the STB under its new small case rate guidelines was being closely watched by most shippers and shipper associations and could potentially lead to a material increase in small rate case filings now that the STB has ruled against CSX. What does this ruling mean and what will it mean for future rail pricing? http://wolferesearch.com/forms/stbreplay.html http://wolferesearch.com/forms/stbreplay.html Mon, 7 Jul 2008 14:00:00 +0000 On June 26th, Wolfe Research hosted a conference call with Lynn Faris of Leonard Carder, the lead plaintiffs' attorney representing Owner Operators against FDX in several class-action suits. http://wolferesearch.com/forms/fdxreplay.html http://wolferesearch.com/forms/fdxreplay.html Thu, 26 Jun 2008 14:00:00 +0000 Ed hosted a conference call re-capping our Wolfe Research Transportation Conference. On the call he gave the top ten takeaways from the conference and then a panel by panel summary of the conference, as well as some comments on his upgrades of LSTR and UACL based upon the trend of tightening flat bed truck capacity noted throughout the conference. Register here to receive replay info and accompanying note. http://wolferesearch.com/forms/callreplay.html http://wolferesearch.com/forms/callreplay.html Wed, 28 May 2008 14:00:00 +0000 Receive our initiation slides and listen to the replay of our launch call. http://wolferesearch.com/forms/launchcallreplay.html http://wolferesearch.com/forms/launchcallreplay.html Fri, 16 May 2008 14:00:00 +0000